FusionIQ
HQ Address
12 Gill Street, Suite 5450, Woburn, MA 01801, United States
Website Address
Business introduction
We make it easy for financial advisors and institutions to be digital wealth leaders
Give your clients and advisors the digital experience they want. Get the workflows and process automations you need to profitably grow at scale
We’re driven by a simple vision—to make it easy for our clients to be independent digital wealth leaders.
To achieve that goal requires more than just having the best technology. It demands a team of highly experienced financial leaders who are committed to working collaboratively with clients to implement digital solutions that deliver results.
At FusionIQ we have a team with more than 125 years of experience in financial services. Executives from leading banks, custodians, RIAs, and broker dealers. We’ve been where you are and know your challenges.
Because in the end, we’re not here to sell you a platform; we’re here to help you implement a digital wealth program that creates growth for your organization.
FusionIQ Solutions
FusionIQ
FusionIQ is an innovative fintech company that empowers you to attract and service investors through the web. The platform uses risk assessment questions to match investors with customized portfolios and asset allocation models. Digital investing platforms are the solution to compete in today’s technological world and attract “next gen” clients. Scale......
